Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 10 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $739,947,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (20.45%), (TDG) TRANSDIGM GROUP INC (17.23%), (GOOG) ALPHABET INC-CL C (13.70%), (AMZN) AMAZONCOM INC (12.53%) and (CHTR) CHARTER COMMUNICATIONS INC-A (7.99%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $739M+
Period: 2025 Q1
Number of stock: 10
Update: 14 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
13.70%
648,905
$156.23
21.27% $189.46
$101,378,000
-19.62% (-158,409)
-3.34%
AMZN
AMAZONCOM INC
12.53%
487,191
$190.26
13.71% $216.34
$92,693,000
-8.08% (-42,800)
-1.10%
ASML
ASML HOLDING NV-NY REG SHS
7.10%
79,300
$662.64
3.87% $688.30
$52,547,000
buy
+7.10%
CCCS
CCC INTELLIGENT SOLUTIONS HO
2.95%
1,702,575
$9.03
10.74% $10.00
$15,373,935
buy
+2.95%
CHTR
CHARTER COMMUNICATIONS INC-A
7.99%
160,480
$368.53
27.89% $265.75
$59,142,000
LRCX
LAM RESEARCH CORP
6.94%
706,615
$72.70
29.79% $94.36
$51,371,000
+38.07% (+194,850)
+1.91%
META
META PLATFORMS INC-CLASS A
5.98%
52,957
$576.36
30.51% $752.22
$30,522,839
buy
+5.98%
MSFT
MICROSOFT CORP
20.45%
403,043
$375.39
39.75% $524.59
$151,298,000
+44.74% (+124,585)
+6.32%
MCO
MOODY'S CORP
5.14%
81,627
$465.69
7.22% $499.30
$38,013,000
-21.95% (-22,960)
-1.45%
TDG
TRANSDIGM GROUP INC
17.23%
62,197
$1,383.29
13.95% $1,576.20
$86,036,850
+15.54% (+8,363)
+2.32%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CP
CANADIAN PACIFIC KANSAS CITY
404,369
-3.95%
V
VISA INC-CLASS A SHARES
263,418
-15.31%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.